April 1, 2020 marked the onset of a new financial year. It also brought into action the new tax changes as proposed in the Budget 2020. Let’s look at the 5 key changes that you need to be aware of as well as plan for. #1 Are you salaried? Time to make your tax slab […]
Updates on ICICI Value Discovery & other value funds
Quick quiz – Would you expect value funds to hold Hindustan Unilever Limited (HUL)? Here’s the fact. While HUL as a stock is touching mind boggling life time highs, no value fund holds it. In the past few years, we have reviewed a few funds through the Fundstory feature. The idea was to help you […]
Dynamic Asset Allocation funds – What problem do they solve?
No one wants to lose money. “The pain of losing is psychologically about twice as powerful as the pleasure of gaining.” (Theory of Loss Aversion by Daniel Kahneman and Amos Tversky) Now, when you invest in stock markets, the sight of near term loss is real. The volatility can come to bite any time. In fact, it […]
April 2020 Insider updates – Mutual Funds
“Never let a crisis go waste. “Adhering to that dictum, I am happy to share that we have used this crisis to make some important updates to the Insider Mutual Fund portfolios. One of the biggest realisations from this crisis is that it is so difficult to anticipate events like this. However, the question is […]
Is Motilal Oswal S&P 500 Index Fund a good fit for international diversification?
Motilal Oswal S&P 500 Index fund is the upcoming new fund offer from Motilal Oswal AMC with the theme of providing international diversification to investment portfolios. Why International Diversification? There is an important reason for it. As per World Bank, India has a roughly 3% share of world GDP. It means international diversification is an […]
Questions on market crash, financial plans & investments
The VUCA world is now alive and kicking in its full form – Volatile, Uncertain, Complex and Ambiguous. Throw in some irony too! Imagine, we have the cleanest air in decades and yet we move around wearing masks. Well, I know that you are concerned about your investments in equity or equity mutual funds. And […]
